Reports
Funnel
Opportunities created in the period, by the furthest stage they reached, and the share that moved on.
Why we lose
Opportunities lost in the period, by reason.
Forecast by expected close month
Open opportunities by expected close month: weighted by probability and in full, with what was already won that month.
Month by month
By salesperson
| Salesperson | Open | Pipeline | Weighted | Won | Won value | Lost | Win rate |
|---|
By lead source
| Source | New | Won | Won value | Win rate |
|---|
Open pipeline by stage
Today, not limited to the period.
Activities
Calls, emails, meetings, tasks and notes logged on opportunities and contacts in the period.